SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$11.5M
3 +$4.56M
4
AAPL icon
Apple
AAPL
+$2.98M
5
UPS icon
United Parcel Service
UPS
+$2.9M

Top Sells

1 +$10.9M
2 +$5.4M
3 +$3.97M
4
HPQ icon
HP
HPQ
+$1.8M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.59M

Sector Composition

1 Technology 20.06%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.78%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.86M 0.28%
178,995
+18,165
77
$2.82M 0.27%
59,794
+53,764
78
$2.8M 0.27%
26,661
+232
79
$2.75M 0.27%
33,602
+3,379
80
$2.75M 0.27%
14,408
+683
81
$2.66M 0.26%
132,499
+1,430
82
$2.62M 0.25%
57,246
+8,542
83
$2.6M 0.25%
101,338
+15,412
84
$2.59M 0.25%
12,705
+2,079
85
$2.58M 0.25%
178,090
-5,000
86
$2.57M 0.25%
46,456
+14,070
87
$2.54M 0.25%
19,926
+200
88
$2.48M 0.24%
132,560
+15,088
89
$2.44M 0.24%
35,981
-550
90
$2.37M 0.23%
90,045
-287
91
$2.37M 0.23%
30,540
-4,275
92
$2.31M 0.22%
85,188
+4,400
93
$2.29M 0.22%
74,820
+13,050
94
$2.26M 0.22%
17,094
-40,863
95
$2.23M 0.22%
81,068
+400
96
$2.21M 0.21%
34,427
+200
97
$2.19M 0.21%
19,462
+1,891
98
$2.15M 0.21%
64,488
+3,416
99
$2.14M 0.21%
15,058
-800
100
$2.07M 0.2%
22,855